Editing a user

  1. Click <My Profile> | Administration | Users | Users.
  2. Enter the user's Last name and click Find.
  3. Click the user hyperlink.
  4. To change user details, click Change.
    1. Make your changes to the User fields.
      A user's logon password must begin with a digit or letter. You cannot use a special character as the first character in a user's logon password.
    2. Make your changes to the More User Details fields.
    3. Click Save.
  5. To change user preferences, click the User Preferences tab and click Edit.
    1. Make your changes to the User Preferences fields.
    2. Click Save.
  6. Users can change their preferences in <My Profile> | Preferences. Updated settings are immediately reflected in <My Profile> | Administration | Users | User Preferences.
  7. To change user security profile rights, click the Security tab.
    1. Click the profile the user is currently associated with.
    2. Make the changes to the Security Profile fields and profile rights.
    3. You can view and navigate to the Security Profile assigned to a user from the Security tab. If the user has direct rights into any territories, you can edit them on this tab.
    4. You can switch a user’s existing profile in Profile name on the User Details tab. For example, from Sales Manager to Marketing Manager.
    5. Click Save.